Contact ID to Update Contact Data in Forms/Surveys & Trigger WFs
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Jim Perkerson
The ability to create a form (for intake or check-in purposes) where the user can enter their unique contact ID (the native ID ghl creates) into the form in order to trigger automations or updates to their contact data.
This would be huge for users who would like to use a form for something like checkins or updates for a specific contact when there may be "duplicate" phones/emails in the system. eg. a fitness gym might have a family of four people, each with the same phone/email, but they all have their own contact ID. each member could enter their contact ID to check-in.
This would especially benefit any business with a sign-in sheet or check-in procedure such as health clubs, martial arts academies, medical clinics, chiros, etc.
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E
Eric Langley
Create a Trigger link like this: https://api.xxx.com/widget/form/adsfjeRTnSdcNiBWZp3/?contact_id={{contact.id}} This will automatically associate the Form that they will out with the contact. You can even create a Custom Field call Contact ID and populate that field with the contact's hidden contact_id called
J
Jeffrey Sada
The way to do this now is to add form link and add on "?contact.email=
insert email address
" and it'll go onto their existing contact. It'd be nice if there was a simpler way.B
Ben King
Jeffrey Sada you 100% cant be adding email addresses into URLs. It's a legal issue these days and against Google policy. It's classed as PII - personal identifiable info.
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Ej Jonelis
Totally agree